QDIA Blue Book: The Next Generation of QDIA Evaluation Services

The Unique, Patented QDIA Blue Book Methodology

The QDIA Blue Book fund evaluation service equips you with the support and the tools you need to help plan fiduciaries identify the
most suitable off-the-shelf or custom target date default investment solution for any plan. Unlike other methodologies that compare
only off-the-shelf target date fund (TDF) solutions, the QDIA Blue Book is uniquely positioned to enable you and your clients to include custom TDF
solutions in your analysis, addressing an important due diligence step suggested in the DOL’s TDF Tip Sheet.

The unique, patented methodology deployed in the QDIA Blue Book takes investment analysis to the next level by taking into
account a plan’s particular policies, priorities, and participant demographics. By walking your clients through a simple suitability
questionnaire, the QDIA Blue Book will apply maximum difference scaling (MaxDiff) to use the information from the suitability
questionnaire to determine the relative importance of 13 different criteria that will be used to evaluate the suitability of selected
QDIA options.

You will be empowered to:

Quantify which performance, risk, and organization criteria are most important to each plan’s fiduciaries

Identify the most suitable target-date or risk-based solution for each plan, based on the plan fiduciaries’ priorities and participant
demographics

Help plan sponsors manage their fiduciary responsibility related to selecting and monitoring a plan’s QDIA, including providing
written documentation demonstrating compliance

In order to access the QDIA Blue Book, you must receive login credentials from Thornburg. To request access, click on the button below or call the Thornburg Retirement Sales Desk at 877-215-1330 x7255.

Thornburg Investment Management is providing this useful information to assist your plan with its fiduciary
responsibilities.
In no way does Thornburg assure that, by using it, your plan is in compliance with any regulations.

The QDIA Blue Book™ is compliments of Thornburg Investment Management, Inc. ("Thornburg"). The methods used to produce the reports are the patented intellectual property of Bdellium, Inc., accessed under the terms of a license granted to Thornburg by Bdellium.

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